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SIGMA INVESTMENT COUNSELORS INC Last Quarter Change: USA Stocks, New

SIGMA INVESTMENT COUNSELORS INC quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SIGMA INVESTMENT COUNSELORS INC opened 25 positions, added to 24, reduced 60, sold out of 6 and left 12 unchanged. The largest increase in value was IAUM (+$9,571,113); the largest decrease was IAUM (-$11,418,150).

  • IAUM: Country of operation United States; Class SHS REPSTG UN TR; Shares 2026-03-31 0; Shares 2026-06-30 239,218.
  • AMD: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,008.
  • AMGN: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 1,595.
  • ADP: Country of operation United States; Class COM; Shares 2026-03-31 0; Shares 2026-06-30 2,270.

Two Form 13F-HR filings compared (SEC CIK 1085163): 2026-03-31 (filed 2026-04-29) and 2026-06-30 (filed 2026-07-28). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
IAUM
ISHARES GOLD TRUST MICRO
United StatesSHS REPSTG UN TR0239,218+239,218$0$9,571,113+$9,571,113
AMD
ADVANCED MICRO DEVICES INC
United StatesCOM01,008+1,008$0$585,389+$585,389
AMGN
AMGEN INC
United StatesCOM01,595+1,595$0$577,514+$577,514
ADP
AUTOMATIC DATA PROCESSING IN
United StatesCOM02,270+2,270$0$508,367+$508,367
C
CITIGROUP INC
United StatesCOM NEW03,536+3,536$0$494,856+$494,856
MMM
3M CO
United StatesCOM02,546+2,546$0$412,161+$412,161
NSC
NORFOLK SOUTHN CORP
United StatesCOM01,152+1,152$0$362,420+$362,420
IBM
INTERNATIONAL BUSINESS MACHS
United StatesCOM01,284+1,284$0$361,068+$361,068
ITW
ILLINOIS TOOL WKS INC
United StatesCOM01,257+1,257$0$339,981+$339,981
EMR
EMERSON ELEC CO
United StatesCOM02,281+2,281$0$326,526+$326,526
CVS
CVS HEALTH CORP
United StatesCOM02,972+2,972$0$307,502+$307,502
TXN
TEXAS INSTRS INC
United StatesCOM0931+931$0$277,504+$277,504
PH
PARKER-HANNIFIN CORP
United StatesCOM0277+277$0$271,129+$271,129
ABT
ABBOTT LABORATORIES
United StatesCOM02,946+2,946$0$267,314+$267,314
MCD
MCDONALDS CORP
United StatesCOM0951+951$0$257,065+$257,065
PANW
PALO ALTO NETWORKS INC
United StatesCOM0752+752$0$256,484+$256,484
VLO
VALERO ENERGY CORP
United StatesCOM0977+977$0$254,472+$254,472
USB
US BANCORP
United StatesCOM NEW04,209+4,209$0$254,224+$254,224
KMB
KIMBERLY-CLARK CORP
United StatesCOM02,212+2,212$0$242,812+$242,812
GLW
CORNING INC
United StatesCOM0944+944$0$241,142+$241,142
CSX
CSX CORP
United StatesCOM04,841+4,841$0$230,106+$230,106
ROK
ROCKWELL AUTOMATION INC
United StatesCOM0461+461$0$228,244+$228,244
MAR
MARRIOTT INTL INC NEW
United StatesCL A0612+612$0$226,802+$226,802
MO
ALTRIA GROUP INC
United StatesCOM03,119+3,119$0$224,399+$224,399
TGT
TARGET CORP
United StatesCOM01,555+1,555$0$203,099+$203,099

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